E Fund CSI Artificial Intelligence Theme ETF Feeder Fund A (012733) Surges Over 40% in the Past Three Months; Jensen Huang Continues to Signal Bullishness on Long-Term AI Industry Development

NewTimeSpace (newtimespace.com) News: On June 26, 2026, the Hang Seng Tech Index continued its decline, dropping 3.74% as of 11:25 AM. Artificial intelligence-themed stocks have been active recently, bucking the trend to strengthen. Among them, Hong Kong-listed large model concept stocks such as Mininglamp Technology (2718.HK) and Zhipu (2513.HK) showed active performances this week, maintaining an overall upward trend.

Among artificial intelligence-themed funds, related AI-themed funds such asE Fund CSI Artificial Intelligence Theme ETF Feeder Fund A (012733) andE Fund CSI Artificial Intelligence Theme ETF Feeder Fund C (012734) have delivered robust performances.

Choice data shows that as of June 25, 2026,E Fund CSI Artificial Intelligence Theme ETF Feeder Fund A (012733) andE Fund CSI Artificial Intelligence Theme ETF Feeder Fund C (012734) recorded single-day gains of 3.47% respectively. Over the past three months, the two artificial intelligence-themed funds have jumped by 41.33% and 41.29% respectively.

On the news front, Mininglamp Technology recently officially released the Mano-CUA-2.0 version, an edge-side GUI VLA model tailored for AI PCs, and launched its "Thinking Mode." The newly upgraded Mano-CUA-4B-2.0 is now available for download and deployment on Hugging Face and ModelScope. As the latest milestone in Mininglamp Technology's edge-side model lineup, this version delivers further advancements in reasoning capabilities, task understanding, and comprehensive manipulation accuracy.

On June 25, Jensen Huang, founder and CEO of NVIDIA (NVDA.US), continued to signal strong bullishness regarding the long-term development of the AI industry. He stated that skepticism over the return on investment (ROI) for artificial intelligence (AI) "has been answered," and as AI begins to generate real economic value, the world is entering a new phase of building "AI factories" on a massive scale.

Bohai Securities stated that the National Development and Reform Commission (NDRC) has provided clear guidance for domestic large models to accelerate their adaptation to domestic computing chips. This moves the collaboration of the AI industrial chain forward from a top-level design perspective and strengthens the industry's autonomous and controllable capabilities, indicating that the domestic computing power industrial chain is poised to welcome a stage of large-scale volume release. Computing power leasing and IDC vendors are well-positioned to fully benefit from the business growth brought by the construction and expansion of intelligent computing centers. Regarding AI large models, with the continuous popularity of AI Agent applications, token invocation volumes have embraced substantial growth. As the capabilities of domestic large models continue to improve, the pace of their implementation across various application scenarios is expected to accelerate further, driving the commercialization process of the artificial intelligence industry forward.

Hong Kong-listed Large Model Concept Stocks:

KNOWLEDGE ATLAS (02513.HK)

Knowledge Atlas Technology Joint Stock Company Limited (02513.HK; commercially known as Zhipu AI) is a leading player in China's independent large language model (LLM) sector (recognized for its capabilities and market position by Frost & Sullivan). The company has released its next-generation flagship model, GLM-5, achieving open-source State-of-the-Art (SOTA) performance in coding and agentic capabilities. It has also open-sourced the multimodal image generation model GLM-Image in collaboration with Huawei. Focusing on novel model architecture design, generalized reinforcement learning paradigms, and autonomous model evolution, its business layout closely aligns with the trend of enterprise-level AI productivity transformation.

MININGLAMP-W (02718.HK)

As an LLM concept stock, the company fully underpins its Agentic AI positioning with its self-developed edge models—Mano, Cito, and Mano-P—alongside the Cider inference framework. Its business architecture utilizes the DeepMiner LLM as the underlying engine and Octo as the collaborative hub, uniformly delivering various AI products and industry solutions in the form of Agentic Services. Mininglamp pursues a differentiated technological route, bypassing the parameter expansion of general models in favor of a "Scaling Out" approach that coordinates multiple specialized small models. Its core moats do not rely on parameter scale, but rather on granular scenario data, specialized models, and continuous learning. This enables it to achieve a level of precision in vertical scenarios that general models cannot match, as it remains committed to building an open-source, privately deployable, and white-box auditable Private AI infrastructure.

BABA-W (09988.HK)

The company has released several new models, including Qwen3.6-Plus, with the Qwen LLM surpassing 1.4 trillion Tokens in daily API calls, setting a new global record for daily calls on third-party platforms. The Qwen consumer-facing application has exceeded 300 million MAU and has been integrated into the smart cabins of multiple automakers. It consistently ranks at the forefront in international benchmark evaluations for coding and agentic capabilities. Its business layout seamlessly matches the trend of scaled procurement of computing power and model APIs by government and enterprise clients.

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